FWA
AGGY icon

FORM Wealth Advisors’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

FORM Wealth Advisors’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
6,890
+75
+1% +$3.27K 0.03% 49
2026
Q1 		$296K Buy
6,815
+74
+1% +$3.26K 0.03% 48
2025
Q4 		$297K Buy
+6,741
New +$299K 0.03% 47
2025
Q2 		$288K Buy
6,591
+74
+1% +$3.19K 0.03% 50
2025
Q1 		$283K Buy
+6,517
New +$281K 0.04% 48

Other funds holding AGGY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

FORM Wealth Advisors's AGGY Position: Q2 2026 in Review

FORM Wealth Advisors increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 1.1% in Q2 2026, buying an estimated $3.27K and bringing the position to 6,890 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #49.

FORM Wealth Advisors first reported a position in AGGY in Q1 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold AGGY as of Q2 2026.

  • FORM Wealth Advisors held 6,890 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $300K as of Q2 2026.
  • FORM Wealth Advisors bought 75 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q2 2026, an estimated $3.27K.
  • WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • FORM Wealth Advisors first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.